Setting up roles for contract managers
Ticketclosed
Kingdon Diagnostics: documents · Setting up roles for contract managers
Aisha requested custom access roles for three contract managers to see contract and invoicing data but not operational site data. Connor created the custom role and provisioned all three users.
What happened
What this says
Current to 11 Oct 26Aisha requested custom access roles for three contract managers to see contract and invoicing data but not operational site data. Connor created the custom role and provisioned all three users.
Aisha, as Head of Contracts and Commercial, requested custom access roles for three contract managers who needed to see contract and invoicing data across multiple trusts while remaining restricted from operational site data. This represents a new team onboarding with distinct data governance requirements. Connor created the custom role successfully and provisioned all three users. The ticket shows Aisha asking about contract terms for role management, indicating commercial awareness and contract focus.
Details
Updated 9 Oct 26Trail
created · Aisha Bukhari 6 May 2025 17:31We need to add a few contract managers to the system. They should have access to contract data and invoicing but not the site-level operational data. We need to keep those areas separate. Best wishes, Aisha- public_reply · Connor Webb 6 May 2025 20:35Hi Aisha, absolutely. We can create a custom role for them that gives access to contracts and invoicing but not site data. Send me their email addresses and I'll get them set up.
- public_reply · Aisha Bukhari 8 May 2025 13:29Perfect. I'm sending the details for three of our contract managers. They'll be managing several trusts so they need to see invoicing across all of them. What does the contract say about custom role management? Best wishes, Aisha
- public_reply · Connor Webb 12 May 2025 11:47Got those. I've created the custom role and added all three to the system. They should have access within the hour. Let me know if anything isn't showing up as expected.
- status_change · 31 May 2025 23:59